Angel Oak Financial Services LLC
RIASEC Registered
Total AUM
$30.3M
Discretionary
$30.3M
100% of AUM
Avg account
$259K
Accounts
117
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 175497
- Website
- angeloakfinancial.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI64.94%
- Individuals35.06%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Angel Oak Financial Services LLC is an independent, individual-owned registered investment adviser organized as an LLC that focuses on private client work. The firm’s stated advisory services center on financial planning and portfolio management for individuals and small businesses. Its billing mixes an asset-based fee and hourly charges. According to available disclosures the firm does not identify as an active ESG investor and is not listed as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- Exchange Traded Equities12%
- Cash & Cash Equivalents3%
Contacts
1 of 1
Robert Solimano
FounderCRD 1765440
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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